ARM Deep Dive and 2025 outlook - $ARM

The fabless IP maker is reporting strength amid an AI move

Arm Holdings plc, ARM 0.00%↑ founded in 1990 in Cambridge, UK, is a leading semiconductor and software design company specializing in energy-efficient processor architectures, particularly for mobile devices, embedded systems, and increasingly, data centers and AI applications. For fiscal 2024, Arm reported annual revenues of approximately $3.2 billion, reflecting a solid growth rate of around 21% year-over-year. The company operates from its Cambridge headquarters, with major competitors including Intel, AMD, and RISC-V ecosystem players. Arm’s chip designs power billions of devices worldwide, and its licensing model makes it one of the most influential — though often behind-the-scenes — players in the global tech ecosystem.